Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.15

-0.6%

Dec 24 12:59 PM EST

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To: Tony Viola who wrote (136190)	5/28/2001 3:05:48 AM
From: dale_laroy	Read Replies (1) of 186894

>Relatively speaking, IBM's server division doesn't give a rat's a** about IBM's semiconductor division. Since Gerstner took over, it's been like, sell your mother's house if it makes money. No love lost between divisions. IBM is going to desert the gorilla for the chimp, right!< You are right about IBM's server division not caring about their semiconductor division. However, if the Sledgehammer does live up to its hype, the only reason for staying with Xeon would be concerns about availability. If IBM itself were fabbing processors for AMD, these concerns would be minimized.

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